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PTM WEALTH MANAGEMENT, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PTM WEALTH MANAGEMENT, LLC on IJR, newest first. How the timeline and the estimate are built.

PTM WEALTH MANAGEMENT, LLC held 6,635 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,635 shares
    Change vs previous 13F -184 shares

    0.43% of the 13F portfolio, value $961,091.

    13F-HR 0001951757-26-001122 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,819 shares
    Change vs previous 13F -85 shares

    0.46% of the 13F portfolio, value $859,923.

    13F-HR 0001951757-26-000547 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,904 shares
    Change vs previous 13F -170 shares

    0.48% of the 13F portfolio, value $848,470.

    13F-HR 0001951757-26-000043 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,074 shares
    Change vs previous 13F -58 shares

    0.51% of the 13F portfolio, value $847,204.

    13F-HR 0001951757-25-001196 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,132 shares
    Change vs previous 13F -64 shares

    0.53% of the 13F portfolio, value $806,528.

    13F-HR 0001951757-25-000592 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,196 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $651,706.

    13F-HR 0001951757-25-000525 filed by PTM WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).